In litigation, it is common to receive sets of pre-processed discovery files from opposing counsel or various parties in your case. CaseFleet's Processed Uploads tool allows you to upload these document sets in bulk, while also mapping over additional corresponding data, such as bates labels, metadata, tags, etc.

The Processed Uploads add-on feature offers several major advantages compared to the standard document upload method:

  1. Details provided in the load file will be applied to the source fields created in CaseFleet, saving time and minimizing human error from manual data entry.

  2. Pre-processed documents can be navigated via a "Folder View" of files, which allows you to drill down through the various folders included in an upload set.

  3. The ability to bypass CaseFleet's current rate limit of 1,000 standard document uploads per day, per user.

To request the processed uploads feature be enabled on your account, contact our Customer Success team via the in-app chat or by emailing support@casefleet.com.

A few additional notes about the bulk uploads add-on feature:

  • Processed uploads are only available for Standard and Enterprise accounts.

  • There is no upfront charge to enable this feature for an account. Instead, processed upload projects are priced on a per-project basis, starting at $250 (see "Upload Analysis and Pricing" below).

  • Only an account administrator can create and approve upload projects for an account since there is the potential for charges to be incurred.

NOTE: A key distinction in CaseFleet's uploads feature is between "processed" and "native file" uploads.

  • Processed uploads contain a load file (formatted as either CSV or DAT) from a computer-generated discovery production, which includes additional information about the documents included in the upload.

  • Bulk native uploads, do not contain a data file. Instead, they are simply collections of miscellaneous computer files or email sets. For more information about bulk native uploads, click here.

Creating a Processed Upload Project

Before starting a processed upload project, the load file and all referenced documents must be “archived" within a single .zip file. An individual upload project must be created for each production set you wish to add to your case.

Click here to download a data quality checklist for processed uploads in CaseFleet.

Once you've verified that your .zip file is ready to upload, visit the "Uploads" tab in any case and click "+ Create an Upload."

In the form that appears, enter a name for the upload project. If you also have the bulk-upload add-on for native files enabled, you will need to select "Processed Data" as the project type. Then attach the .zip file by either (1) drag-and-dropping it onto the shaded "drop-zone" on the form, or (2) clicking "Choose File" and selecting the file from your computer.

As soon as the file is dropped onto the interface or selected, it will begin uploading to CaseFleet's servers.

NOTE: Archive files (.zip, .pst, .mbox) have a maximum file size of 10 GB each.

NOTE: It is essential to wait until the file has finished uploading in the "Create Upload" modal. Refreshing the page, hitting cancel, navigating away, or closing your browser window will cause the upload to terminate.

CaseFleet utilizes a parallel / multi-part upload system to ensure that large files can be uploaded as quickly as your local internet connection permits. Even so, uploading multiple gigabytes of data will take some time, so you may want to pour yourself a cup of coffee. ☕️

Once the file has finished uploading, click the "Save" button to continue. A pop-up box will appear asking you to confirm the submission of your uploaded file to CaseFleet. Once you click "Save," you'll see an Uploads project tile indicating that CaseFleet is in the process of analyzing the upload to determine a quote.

Upload Analysis & Pricing

Once an Uploads project has been submitted, CaseFleet will examine the contents of the processed upload .zip to determine the total price for the processed upload project (minimum $250). This process typically takes 24-48 hours. When the quote is ready for you to review, you'll receive an email and a notification within CaseFleet.

Pricing depends on several factors — namely the "unpacked" and uncompressed size of the contents of the archive file, along with an estimate of the time required by our team to complete the project.

NOTE: CaseFleet considers not only the size of the contents of the main .zip file after it is extracted but also the size of any additional .zip files or other container files located within the contents of the main .zip file. The total extracted size provides the most reliable indicator of the computing resources (and associated costs) required to process the upload, should you accept the quote.

Any accepted quotes will be charged to the default payment method on file for your account upon completion of the project.

Quote Acceptance & Processing

You will receive an email and an in-app notification when your Upload quote is ready. To review your quote, visit the Uploads tab and click "View Quote" on the relevant project tile.

To approve the quote, click the orange "Process Upload" button. On the confirmation pop-up, click "Accept Charge" to proceed with processing the Upload.

Once a quote is accepted, the processed upload project will be queued for completion. Processed uploads can take up to two business days to complete. You will receive a notification by email when the project is complete.

NOTE: CaseFleet will not begin processing the contents of an upload project until the quote has been accepted. Accepting the quote is entirely optional, and of course, there is no charge if you do not wish to proceed with the upload. If you have questions about the quote, you may contact support using the in-app chat feature, or by reaching the team at support@casefleet.com.

For more information about uploading large collections of documents (native files) in bulk, click here.

For details on navigating upload projects via the Folder View, click here.

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